1. Create the firm account
Registration dedicated to trustees: company name, UID, registered office, contact person and working languages. In a few minutes you have access to the professional dashboard.
- Free account
- No card required
- Immediate access
Partner Program — trustees, firms and succession companies
How Confedera works for Partners
Publish your firm's profile, showcase services and pricing transparently and receive qualified requests: company formations with a complete technical dossier, accounting and tax mandates, M&A assistance from the marketplace of businesses for sale.
Free
Basic profile
0%
Commission on mandates
4
Languages
26
Cantons
From registration to your first mandate
A guided path designed for firms with no time to waste on complicated setups.
2. Fill out the firm profile
Services, packages with indicative prices, certifications, team, covered cantons and specialisation areas. All structured in fields: no wall of text, maximum readability for the client.
- Transparent price list
- Team and certifications
- Cantonal coverage
3. Verification and publication
We check the UID and commercial register entry. With the «Verified trustee» badge, the profile goes live in the directory and comparison pages.
- Verification badge
- Indexed profile
- Guided checklist
4. Receive qualified leads
Configured quotes, company formation requests with a complete technical PDF dossier, accounting mandates and M&A assistance from the marketplace.
- Attached PDF dossier
- E-mail + in-app notification
- History per client
5. Manage calls and quotes
The client proposes times with a time zone, you confirm. Reply with a quote, track the status of each request and never miss a follow-up.
- Availability picker
- E-mail delivery status
- Automatic confirmation
6. Convert into mandates
From the dashboard you follow the funnel: leads received, quotes sent, response rate and closed mandates. Understand which services generate the most requests and optimise your price list.
- Conversion KPIs
- Analysis by service
- Client reviews
Real preview
Here's how your firm's profile will look
A professional page, with your identity front and centre and an integrated quote configurator. Scroll through the preview to see the hero, packages, transparent estimate, coverage and certifications.
- Editorial hero with verification badge and key data
- Service packages with indicative price and deliverables
- Quote configurator with estimate and verifiable breakdown
- Cantonal coverage, team, languages and certifications
- Direct contact, call request and link to your website
confedera.ch/fiduciarie/studio-esempio-sa
Anteprima scheda Fiduciaria verificata
Studio Fiduciario Esempio SA
Contabilità, fiscalità, costituzioni societarie e assistenza M&A per PMI in Ticino, Zugo e Zurigo.
Dal
1998
Team
14
Lingue
IT · DE · EN
Risposta
< 12h
Visite scheda
1'240
/mese
Posizione directory
#3
Ticino
CTR preventivo
9,8%
+2,1 pt
Lead stimati
18
/mese
Pacchetti di servizio
Costituzione Sagl
da CHF 1'190
Scope, tempi e deliverable dichiarati: il cliente sa cosa riceve prima di scrivere.
Contabilità annuale
da CHF 2'400
Scope, tempi e deliverable dichiarati: il cliente sa cosa riceve prima di scrivere.
Assistenza cessione
su preventivo
Scope, tempi e deliverable dichiarati: il cliente sa cosa riceve prima di scrivere.
Configuratore preventivo
Il cliente seleziona forma giuridica, capitale, numero soci e servizi: riceve una stima trasparente e ti invia il dossier completo in PDF.
SA / SaglCapitale CHF 100'000DomiciliazioneIVAPayroll 5 dipendenti
Stima indicativaCHF 3'450 – 4'800
Copertura e certificazioni
TicinoZugoZurigoGrigioniEXPERTsuisseFiduciari SuisseRevisione abilitata
↕Scroll inside the preview to see the full profile
confedera.ch/fiduciarie/dashboard
Dashboard fiduciariaArea fiduciaria
Studio Fiduciario Esempio SA
Checklist di pubblicazione
✓Profilo studio e UID
✓Servizi e listino
✓Certificazioni e team
4Pubblica la scheda
Lead ricevuti
23
+27%
Preventivi inviati
11
+22%
Tasso risposta
96%
SLA < 12h
Mandati chiusi
6
CHF 51k
Funnel di conversione — ultimi 90 giorni
Visite scheda3'720
Richieste qualificate23
Preventivi inviati11
Mandati firmati6
Conversione lead → mandato: 26% · valore medio mandato CHF 8'500
Lead per settimana
Trend in crescita costante: visibilità prioritaria attiva.
Richieste clienti
Costituzione SA — capitale CHF 100'000
Dossier tecnico PDF allegato · Zugo
Richiesta preventivo contabilità
PMI 12 dipendenti · Lugano · 18 min fa
Call proposta: mar 14:30 (CET)
Conferma richiesta dal cliente
Assistenza cessione quote Sagl
Lead qualificato dal marketplace
↕Scroll to see checklist, KPIs and client requests
The firm dashboard Go to the dashboard
Full control over profile, pricing and requests
No intermediation: you directly manage what you publish, how you respond and within what timeframe. Every request is tracked from «received» status to the closed mandate.
Publication checklist
Four guided steps to go live correctly.
Leads with dossier
Categorised technical summary and downloadable PDF.
Call agenda
Time proposals with time zone and confirmation.
Firm KPIs
Leads, quotes, response rate, mandates.
What requests you'll receive
No generic contacts: every request arrives with context, structured data and, when applicable, a technical dossier already filled in by the client.
Formation of AG/SA and GmbH/Sàrl
Complete technical dossier: legal form, capital, partners, contributions, corporate purpose, domicile, VAT, occupational pension and forecasts. It arrives already ready as a PDF.
Accounting and tax
SMEs looking for a new firm for annual accounting, closings, tax returns, VAT and payroll, with number of employees and volume already stated.
M&A assistance
Sellers and buyers from the marketplace who need valuation, due diligence, share/asset deal structure and contract drafting.
International clients
Foreign investors who want to open or acquire a company in Switzerland and are looking for a multilingual contact with cross-border experience.
The market in numbers
A structurally growing mandate pipeline
Business succession is the largest transfer of companies in recent Swiss history — and every transaction creates work for trustees, law firms and M&A advisors. Confedera is the digital entry point to this flow: firms that position themselves today harvest the mandates of tomorrow.
90,000
SMEs facing succession
Swiss companies that will go through a generational handover by 2035, according to market estimates.
6,500
Transactions per year
Sales, acquisitions and internal handovers per year in Switzerland: each requires accounting, tax and legal support.
CHF 500bn
Value in transition
Estimated business wealth changing hands in Switzerland over the next decade.
3×
Digital demand
Online searches for businesses for sale have tripled in a few years: the digital channel beats traditional intermediation.
Expected business transfers in Switzerland
15.2k2026
15.9k2027
16.6k2028
17.2k2029
17.9k2030
Market estimates of Swiss SME ownership changes per year, in thousands of companies. Source: Confedera analysis of public studies on business succession in Switzerland.
For succession firms and M&A boutiques
The privileged channel for business succession in Switzerland
Confedera brings selling entrepreneurs, buying investors and the advisors who accompany the deal together on one platform. For succession firms and practices with an M&A desk, it is a continuous flow of already qualified opportunities.
Apply as a partnerDeal flow from the marketplace
Sellers list their company with revenue, EBITDA and reason for sale: receive sell-side and buy-side mandates from an always-on channel.
Structured briefs, no small talk
Every request arrives with declared financials, timeline and transaction goal. You assess in minutes whether the mandate fits your scope.
Institutional visibility
Presence on succession pages, premium banners and placement in SEO guides in four languages: your brand where the decision is made.
Discretion and direct contact
No economic intermediation and no commission on mandates: the client relationship is yours, on or off the platform.
For banks and financing institutions Talk to the partnership team
The digital channel for SME credit and acquisitions
Every business transfer carries a financing need: acquisitions, recapitalisations, liquidity lines and guarantees. Confedera captures that demand as it emerges and structures it into credit-committee-ready dossiers.
100%
Standardised dossiers
4
Contact languages
26
Cantons covered
Structured credit dossier
Revenue, EBITDA, leverage, collateral and financing plan collected in a standard format, exportable to PDF and ready for underwriting.
Demand captured upstream
The credit comparator and acquisition wizard qualify the need before contact: amount, tenor, purpose, canton and sector.
Institutional visibility
Premium banners, financing pages and editorial guides in four languages: your institution where the financing decision is made.
Integration and reporting
Dossier delivery via webhook or structured export, with reporting on volumes, conversion and average ticket.
What you need to publish your profile
Prepare these elements and publication takes less than twenty minutes.
- 1Company name, UID and registered office of the firm
- 2Logo and short description of your strengths
- 3List of services with indicative prices or «on quote»
- 4Certifications and professional associations
- 5Team, roles and working languages
- 6Cantons served and specialisation areas
- 7Contacts, website and preferred channels for leads
Frequently asked questions from trustees
See where your brand can appear
Pick a portal context and see the real position of the advertising space.
confedera.ch
Leaderboard 970×250
Demonstration mockup of the portal. The content shown is illustrative.
Direct contact
Let's talk about your firm or institution
Open a ticket: the partnership team replies within one business day with a concrete proposal on collaboration, pricing and activation timing.
Dedicated support
Questions about this topic?
Open a ticket: a Confedera M&A advisor replies with concrete guidance on your case, with no obligation.
Reply within 24 business hours
Bring your firm where mandates are born
Free registration, verified profile and qualified requests from Swiss entrepreneurs and international investors.